HoyleCohen, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,092,063
-9.8%
4,581
-5.4%
0.19%
-5.4%
Q2 2023$2,318,937
-8.7%
4,842
-12.6%
0.20%
-13.5%
Q1 2023$2,540,897
-1.2%
5,543
-4.6%
0.24%
-7.4%
Q4 2022$2,572,388
+9.8%
5,809
-0.4%
0.26%
-0.4%
Q3 2022$2,343,000
-2.2%
5,832
+0.6%
0.26%
+3.2%
Q2 2022$2,396,000
-15.7%
5,795
-0.0%
0.25%
+2.5%
Q1 2022$2,843,000
-1.3%
5,797
+4.2%
0.24%
+1.7%
Q4 2021$2,879,000
+16.8%
5,561
+8.5%
0.24%
+2.1%
Q3 2021$2,464,000
-2.4%
5,124
-0.4%
0.23%
+18.8%
Q2 2021$2,525,000
+2.9%
5,142
-0.2%
0.20%
-20.9%
Q1 2021$2,453,000
+11.6%
5,152
-1.6%
0.25%
-2.0%
Q4 2020$2,198,000
+23.8%
5,234
-0.1%
0.25%
-2.7%
Q3 2020$1,776,000
+0.9%
5,240
-3.4%
0.26%
-11.2%
Q2 2020$1,761,000
+20.0%
5,426
-2.8%
0.29%
+0.3%
Q1 2020$1,468,000
-31.7%
5,585
-2.4%
0.29%
-14.1%
Q4 2019$2,148,000
+4.6%
5,721
-1.8%
0.34%
-2.6%
Q3 2019$2,053,000
-1.1%
5,824
-0.5%
0.35%
-2.8%
Q2 2019$2,076,000
+3.1%
5,855
+0.5%
0.36%
+1.4%
Q1 2019$2,013,000
+27.1%
5,827
+11.4%
0.36%
+9.6%
Q4 2018$1,584,000
-17.2%
5,233
+0.6%
0.32%
-10.2%
Q3 2018$1,912,000
+2.4%
5,203
-1.0%
0.36%
-4.2%
Q2 2018$1,867,000
+2.8%
5,258
-1.1%
0.38%
+2.2%
Q1 2018$1,817,000
-2.9%
5,318
-1.8%
0.37%
-0.3%
Q4 2017$1,871,0005,4170.37%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders